Rothschild Investment LLC Raises Stock Holdings in ExlService Holdings, Inc. $EXLS

Posted by George Bondi on May 30th, 2026

Rothschild Investment LLC increased its holdings in shares of ExlService Holdings, Inc. (NASDAQ:EXLS – Free Report) by 2,883.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 65,894 shares of the business services provider’s stock after acquiring an additional 63,685 shares during the period. Rothschild Investment LLC’s holdings in ExlService were worth $2,797,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Tandem Investment Advisors Inc. boosted its stake in ExlService by 602.1% in the 3rd quarter. Tandem Investment Advisors Inc. now owns 71,957 shares of the business services provider’s stock worth $3,168,000 after purchasing an additional 61,708 shares during the period. M&G PLC bought a new position in ExlService in the 3rd quarter worth approximately $12,527,000. Nordea Investment Management AB bought a new position in ExlService in the 4th quarter worth approximately $23,570,000. Aberdeen Group plc boosted its stake in ExlService by 18.8% in the 4th quarter. Aberdeen Group plc now owns 562,437 shares of the business services provider’s stock worth $23,870,000 after purchasing an additional 89,194 shares during the period. Finally, Fort Washington Investment Advisors Inc. OH boosted its stake in ExlService by 18.5% in the 4th quarter. Fort Washington Investment Advisors Inc. OH now owns 693,008 shares of the business services provider’s stock worth $29,411,000 after purchasing an additional 108,398 shares during the period. 92.92% of the stock is currently owned by institutional investors.

ExlService Price Performance

Shares of ExlService stock opened at $29.03 on Friday. The stock has a market cap of $4.44 billion, a price-to-earnings ratio of 18.49, a price-to-earnings-growth ratio of 1.23 and a beta of 0.87. The company has a debt-to-equity ratio of 0.53, a quick ratio of 2.66 and a current ratio of 2.66. The stock has a 50 day moving average price of $30.23 and a 200-day moving average price of $35.03. ExlService Holdings, Inc. has a one year low of $26.82 and a one year high of $48.54.

ExlService (NASDAQ:EXLS – Get Free Report) last announced its earnings results on Tuesday, April 28th. The business services provider reported $0.58 EPS for the quarter, topping analysts’ consensus estimates of $0.53 by $0.05. ExlService had a return on equity of 28.50% and a net margin of 11.66%.The firm had revenue of $570.35 million during the quarter, compared to analysts’ expectations of $557.67 million. During the same quarter in the previous year, the business earned $0.48 EPS. The company’s quarterly revenue was up 13.8% on a year-over-year basis. ExlService has set its FY 2026 guidance at 2.180-2.230 EPS. Equities analysts expect that ExlService Holdings, Inc. will post 1.79 EPS for the current year.

ExlService announced that its Board of Directors has authorized a share buyback plan on Tuesday, March 17th that permits the company to buyback $125.00 million in shares. This buyback authorization permits the business services provider to purchase up to 2.7% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its stock is undervalued.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Wall Street Zen upgraded ExlService from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. JPMorgan Chase & Co. boosted their price target on shares of ExlService from $42.00 to $43.00 and gave the stock an “overweight” rating in a research report on Thursday, April 30th. Robert W. Baird set a $35.00 target price on ExlService in a report on Wednesday, February 25th. Weiss Ratings cut ExlService from a “hold (c)” rating to a “hold (c-)” rating in a report on Friday, April 24th. Finally, Stifel Nicolaus dropped their target price on ExlService from $54.00 to $46.00 and set a “buy” rating for the company in a report on Thursday, February 26th. Five research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, ExlService has a consensus rating of “Moderate Buy” and a consensus target price of $41.50.

Check Out Our Latest Report on EXLS

Insider Activity

In related news, EVP Ajay Ayyappan sold 5,093 shares of the firm’s stock in a transaction that occurred on Wednesday, May 20th. The stock was sold at an average price of $29.11, for a total transaction of $148,257.23. Following the completion of the sale, the executive vice president directly owned 48,994 shares of the company’s stock, valued at approximately $1,426,215.34. This trade represents a 9.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 4.04% of the company’s stock.

ExlService Company Profile

(Free Report)

ExlService Holdings, Inc (NASDAQ: EXLS) is a global operations management and analytics company that partners with clients in insurance, healthcare, banking, and financial services to drive digital transformation and operational excellence. The firm delivers analytics-driven solutions and business process outsourcing services, including claims adjudication, finance and accounting, data management, and customer service support. ExlService combines domain expertise with advanced analytics, artificial intelligence, and automation technologies to help organizations optimize processes, enhance customer experiences, and manage risk.

Founded in 1999 and headquartered in New York City, ExlService has grown through a mix of organic expansion and strategic acquisitions, earning recognition for its data analytics capabilities and industry-specific knowledge.